As year-end and the holidays approach, many people are eager to make monetary donations. While it’s always been essential to research any charity prior to donating, the profusion of online donation platforms, such as...
NEWS & INSIGHTS
Happy Holidays 2021
SageVest Wealth Management wishes you and your loved ones a holiday season filled with peace, joy, and wellness. In keeping with our tradition of supporting the local community, SageVest has made a donation to the...
What’s in the $900 Billion Consolidated Appropriations Act of 2021
A $900 billion pandemic relief bill was recently signed into law, just as several aid programs from the CARES Act were set to expire. This latest measure is the second-largest stimulus package ever after the $2...
2021 Financial Resolutions
This year, your New Year’s resolutions might be more cautious than in the past given the continuing Covid-19 pandemic, but now is still the perfect time to chart a path for your future health, finances and more. We...
Happy Holidays!
As we enter the holiday season of this unprecedented year, SageVest Wealth Management wishes you and your family peace and wellness. In keeping with our tradition of supporting the local community, SageVest has made a...
Custodial Roth IRAs: A Unique Gifting, Learning and Saving Opportunity
Did you know that any child who has earnings from a part-time job is eligible to have a Roth IRA, even though they are not yet an adult? Establishing a Roth IRA on behalf of a child, funded either from your child’s...
Tips For Helping Others During The Coronavirus
Millions of people around the world are being affected by the coronavirus, medically, financially, and emotionally. For anyone in a strong and stable life situation, this is an opportune time to evaluate how you can...
How Kids Can Give and Help During Coronavirus
In the past few weeks, our children’s lives have been turned upside down. From school closings, performance and sport cancellations, postponed traditions such as prom and graduation, to no more playdates, the way our...
Teaching Charitable Giving
The holiday season and year’s end motivate many people to give charitably, whether by donating money to a specific cause, volunteering at a local food bank, or providing gifts to families in need, as examples. However,...
What You Need To Know About Family Gifts And Loans
Have you ever contemplated helping out a family member or someone you love financially with a gift or loan? While it’s wonderful to be able to help a loved one, especially if they’re in need, it’s important to ensure...
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